Southern Wealth Management, LLP

Q4 2021 vs. Q1 2023 13F Holdings

Period
Q4 2021
Q1 2023
Holdings as of
12/31/2021
3/31/2023
Value ($000)
$252,706
$257,569
Num holdings
56
61
Form type
13F-HR
13F-HR
Date filed
2/10/2022
5/12/2023
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2021 Q1 2023 Diff Chg % Q4 2021 Q1 2023 Diff Chg %